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WAY is a resource sharing platform that supports driven entrepreneurs in building their company and business while transforming the experience of clients and advisors in the financial services industry.
From the start of their professional career in helping clients understand the merits of financial planning, to their incorporation and branding development, business-minded financial advisors are guided by the Way Platform in areas of industry and product knowledge, compliance, operational strategies and many more. One especially attractive component of the Platform is its ability to help its partners connect – to other professionals, clients and others – so as to provide an enduring stream of revenue for those connected.
The icon, featuring two persons holding hands and swapping colours, is a symbol of sharing and connecting which underlines the foundation of our platform, with the circular dots an embracement to new technology in doing business efficiently.
Company Details
- Employees
- 18
- Address
- 6388 No 3 Rd, 400-415,canada
- Industry
- Financial Services
- Website
- https://wayfinancial.ca
- Keywords
- Financial Services, Advisors' Support, Advisors' Training, Client Events, Unique Concepts & Marketing Support, Advisors' Business Administration.
- HQ
- Richmond, British Columbia
Way Financial Questions
Way Financial's website is https://wayfinancial.ca
Way Financial's LinkedIn profile is https://ca.linkedin.com/company/wayfinancial
Way Financial has
18 employees.
View email and phone details for 18
employees at Way Financial.
Way Financial's industry is
Financial Services
Way Financial's top competitors are
Optima Insurance Services Inc,
Rallyfuel,
Way Financial,
Gt Wealth Canada,
Metro Direction Financial Inc,
Top Producer Consulting Ltd,
Blackbit Technologies,
Huemanity,
Affinity Financial Services Inc.,
Prominence Financial Inc..
Way Financial's categories are Financial Services
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Top Way Financial Employees
-
Michelle Mar
Processing & Compliance Officer
Richmond, British Columbia, Canada, Canada -
Jacky Chan
Wealth Planing Consultant / Insurance…
Greater Vancouver Metropolitan Area, Canada1elitelending.ca -
Tyson Woo
Financial Advisor
Richmond, British Columbia, Canada, Canada -
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